Civic Intelligence

Lake Chelan Rotary Club

EIN 91-6058241 • 501(c)4 • Chelan, WA

Profile

To support community and international goodwill and cooperation through Rotary.

PO Box 601Chelan, WA 98816

www.lakechelanrotary.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

Higher debt load relative to assets than 63% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

64th percentile

0.00x

Higher debt load relative to revenue than 64% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Net Margin

21st percentile

-22%

Higher net margin than 21% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)4 • <$500k nonprofits • Source year 2025

Asset Growth

23rd percentile

-28%

Faster asset growth than 23% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

27th percentile

-23%

Faster revenue growth than 27% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$70,536

Down $26,829 (-28%) from 2024

Liabilities

Up

$341

Up $60 (+21%) from 2024

Net Assets

$70,195

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue64th percentileNet Margin21st percentile

Revenue

Down

$76,394

Down $23,071 (-23%) from 2024

Expenses

Down

$92,986

Down $5,439 (-5.5%) from 2024

Net Income

Down

-$16,592

Down $17,632 (-1695%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth23rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2011: $100,877Liabilities 2011: $2,189Net Assets 2011: $98,6882011Assets 2012: $107,571Liabilities 2012: $3,602Net Assets 2012: $103,9692012Assets 2013: $112,552Liabilities 2013: $0Net Assets 2013: $112,5522013Assets 2014: $120,536Liabilities 2014: $1902014Assets 2015: $99,038Liabilities 2015: $1612015Assets 2016: $80,221Liabilities 2016: $2,0482016Assets 2017: $91,497Liabilities 2017: $4,7122017Assets 2018: $75,963Liabilities 2018: $3992018Assets 2019: $72,341Liabilities 2019: $5972019Assets 2020: $78,996Liabilities 2020: $3782020Assets 2021: $92,223Liabilities 2021: $499Net Assets 2021: $91,7242021Assets 2022: $91,968Liabilities 2022: $362Net Assets 2022: $91,6062022Assets 2023: $96,778Liabilities 2023: $734Net Assets 2023: $96,0442023Assets 2024: $97,365Liabilities 2024: $2812024Assets 2025: $70,536Liabilities 2025: $341Net Assets 2025: $70,1952025

Highlighted filing

2025

Assets$70,536
Liabilities$341
Net Assets$70,195
Open 2025 Filing

Operations Trend

Revenue Growth27th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $85,502Expenses 2011: $84,117Net Income 2011: $1,3852011Revenue 2012: $87,121Expenses 2012: $81,496Net Income 2012: $5,6252012Revenue 2013: $92,969Expenses 2013: $84,386Net Income 2013: $8,5832013Revenue 2014: $90,034Expenses 2014: $82,240Net Income 2014: $7,7942014Revenue 2015: $79,999Expenses 2015: $101,468Net Income 2015: -$21,4692015Revenue 2016: $102,852Expenses 2016: $122,643Net Income 2016: -$19,7912016Revenue 2017: $117,273Expenses 2017: $112,969Net Income 2017: $4,3042017Revenue 2018: $68,341Expenses 2018: $73,910Net Income 2018: -$5,5692018Revenue 2019: $54,611Expenses 2019: $58,013Net Income 2019: -$3,4022019Revenue 2020: $62,985Expenses 2020: $54,948Net Income 2020: $8,0372020Revenue 2021: $41,641Expenses 2021: $28,535Net Income 2021: $13,1062021Revenue 2022: $94,424Expenses 2022: $49,199Net Income 2022: $45,2252022Revenue 2023: $87,481Expenses 2023: $83,043Net Income 2023: $4,4382023Revenue 2024: $99,465Expenses 2024: $98,425Net Income 2024: $1,0402024Revenue 2025: $76,394Expenses 2025: $92,986Net Income 2025: -$16,5922025

Highlighted filing

2025

Revenue$76,394
Expenses$92,986
Net Income-$16,592
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$70,536
Liabilities
$341
Net assets
$70,195
Revenue
$76,394
Expenses
$92,986
Net income
-$16,592
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.70$0.76$0.93$0.17
2024Summary only. Only limited summary data is available for this year.$0.97$0.00$0.99$0.98$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.97$0.01$0.96$0.87$0.83$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.00$0.92$0.94$0.49$0.45
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.00$0.92$0.42$0.29$0.13
2020Summary only. Only limited summary data is available for this year.$0.79$0.00$0.63$0.55$0.08
2019Summary only. Only limited summary data is available for this year.$0.72$0.01$0.55$0.58$0.03
2018Summary only. Only limited summary data is available for this year.$0.76$0.00$0.68$0.74$0.06
2017Summary only. Only limited summary data is available for this year.$0.91$0.05$1.17$1.13$0.04
2016Summary only. Only limited summary data is available for this year.$0.80$0.02$1.03$1.23$0.20
2015Summary only. Only limited summary data is available for this year.$0.99$0.00$0.80$1.01$0.21
2014Summary only. Only limited summary data is available for this year.$1.21$0.00$0.90$0.82$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$0.00$1.13$0.93$0.84$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.08$0.04$1.04$0.87$0.81$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.01$0.02$0.99$0.86$0.84$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$102,597
Mission and Program Overview

Mission

To support community and international goodwill and cooperation through Rotary.

Program Services

DescriptionGrantsExpenses
Granted Funds to International Organizations.--
Granted funds for local scholarships.--
rovided funds and labor for local community service.--
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Hailey AllenPresident Elect-$0--
Russ JonesPast PresidentPT$0--
Bill FassVice President-$0--
Amy MillsTreasurer-$0--
Teresa ShoverSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cycle Chelan$66,168$66,168$25,203$40,965
Total Events$66,168$66,168$25,203$40,965
Filing and Contact Details

Filer

Filer Name
Lake Chelan Rotary Club
EIN
91-6058241
Phone
5097417825
Address
PO Box 601, Chelan, WA 98816

Signing Officer

Name
Amy Mills
Title
Treasurer
Signed
2025-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Augustedge Pllc
Address
521 S CHELAN AVE STE B, WENATCHEE, WA 98801
Preparer
Tricia McCullough
Phone
5094948500
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Cash Amount Given: $58149”

Other Expenses.1001

“Advertising and Promotion $1631”

Other Expenses.1009

“Depreciation $98”

Other Expenses.1

“Rotary International Dues $6806”

Other Expenses.2

“Fellowship Expenses $3867”

Other Expenses.3

“District Conference $3392”

Other Expenses.4

“Website and Software Subscript $2462”

Other Expenses.5

“Bank Service Charges $2383”

Other Expenses.6

“Life Flight Memberships $2025”

Other Expenses.7

“Storage Unit $1560”

Other Expenses.8

“Leadership Training (Pets) $1175”

Other Expenses.9

“Quickbooks Fees $763”

Other Expenses.10

“Computer & Software $585”

Other Expenses.11

“Supplies $330”

Other Expenses.12

“President Discretionary Fund $330”

Other Expenses.13

“RLI Conference $200”

Other Expenses.15

“State Filing Fees $60”

Other Assets.1003

“Machinery and Equipment - Beginning $98 Machinery and Equipment - Ending $0”

Total Liabilities.1

“- Beginning $281 - Ending $341”

Raw XML Appendix163 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0Amy Mills
IRS990EZ/BooksInCareOfDetail/PhoneNum05097417825
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 601
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Chelan
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098816
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt097267
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt070536
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt022975
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-16592
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt07000
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt097365
IRS990EZ/Form990TotalAssetsGrp/EOYAmt070536
IRS990EZ/FundraisingGrossIncomeAmt067768
IRS990EZ/GainOrLossFromSaleOfAssetsAmt011854
IRS990EZ/GrantsAndSimilarAmountsPaidAmt058149
IRS990EZ/GrossReceiptsAmt0102597
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt097084
IRS990EZ/NetAssetsOrFundBalancesEOYAmt070195
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt097084
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt070195
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Hailey Allen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Russ Jones
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Bill Fass
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Amy Mills
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Teresa Shover
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt098
IRS990EZ/OtherChangesInNetAssetsAmt0-10297
IRS990EZ/OtherExpensesTotalAmt027667
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To support community and international goodwill and cooperation through Rotary.
IRS990EZ/PrintingPublicationsPostageAmt0170
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Granted Funds to International Organizations.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Granted funds for local scholarships.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2rovided funds and labor for local community service.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt011854
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt026203
IRS990EZ/SpecialEventsNetIncomeLossAmt041565
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0281
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0341
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt092986
IRS990EZ/TotalRevenueAmt076394
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.lakechelanrotary.org
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt025203
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Cycle Chelan
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt066168
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt066168
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt066168
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt066168
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt040965
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt025203
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt025203
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Cash Amount Given: $58149
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $1631
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Depreciation $98
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Rotary International Dues $6806
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Fellowship Expenses $3867
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5District Conference $3392
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Website and Software Subscript $2462
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Bank Service Charges $2383
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Life Flight Memberships $2025
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Storage Unit $1560
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Leadership Training (Pets) $1175
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Quickbooks Fees $763
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Computer & Software $585
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Supplies $330
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14President Discretionary Fund $330
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15RLI Conference $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16State Filing Fees $60
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Machinery and Equipment - Beginning $98 Machinery and Equipment - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18- Beginning $281 - Ending $341
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Assets.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Total Liabilities.1
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Amy Mills
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lake Chelan Rotary Club
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0916058241
ReturnHeader/Filer/PhoneNum05097417825
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 601
ReturnHeader/Filer/USAddress/CityNm0Chelan
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098816
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454992305
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AUGUSTEDGE PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0521 S CHELAN AVE STE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WENATCHEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098801
ReturnHeader/PreparerPersonGrp/PhoneNum05094948500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tricia McCullough
ReturnHeader/ReturnTs02025-11-13T06:26:48-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)4 • <$500k nonprofits